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space will be the investing theme of 2026. spacex ipo, amazon leo rolling out, ast spacemobile ramping up. $AMZN $ASTS
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Wall St. Fly
47 posts
@AboveAvgOdds i just wish it weren’t game freak making the game 🙃
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Still aways away but this is going to generate billions in profit perpetually by itself. $NTDOY
Centro LEAKS@CentroLeaks
The next evolution of the Pokémon video games: 🌏 Project Seed 🌏 - Multi-region MMO - Takes place in Kanto, Johto, Hoenn, Sinnoh and Kitakami - All of the regions will be interconnected into a single world - Currently in pre-production at Game Freak Coming 2029 or later
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Wall St. Fly retweetledi
Jacob Navok@JNavok
1/ There is an under-appreciated point in @ballmatthew's recent deck that anyone looking to understand the next 10+ years of gaming needs to process: kids don't care about AAA, and **probably never will.** This connects directly to the new Xbox CEO @asha_shar and to the recent decisions at Playstation, among others. If you look at Ball's slides on Roblox you'll be blinded by the sheer growth of the platform. But if you have a kid, like me, you wouldn't be surprised by it. My son is eight. When I was eight, I subscribed to Nintendo Power. I had Mario and Zelda bedsheets. I bought the cereal! I was obsessed with these games. I'd played Final Fantasy. Dragon Warrior. Bubble Bobble! Any bit of news about the NES or upcoming SNES and Genesis systems I devoured. My son has at home a PS5, a Switch, an Xbox, a gaming PC, because I have them. He never turns them on. He and his friends only play Roblox games. Kids today have access to more games than I can ever have imagined for way cheaper than what cartridges cost me. Super high quality ones too. He could play any Mario game in history. My kid could not care less. He only thinks of Mario as a character from a movie studio whose opening logo has Minions on it, and he thinks the Minions are funny.
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Going to talk:
- memory
- software slate
- valuation + capital returns
What else? $NTDOY
Chit Chat Stocks@chitchatstocks
Tomorrow, we are interviewing recurring guest @Invesquotes with a full update on NINTENDO $NTDOY What questions should we ask him?
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@joecarlsonshow napster violated multiple laws and still forced the music business to change.
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I really do not believe that a Chinese AI video slop generator that’s obviously trained on copyrighted data and violating multiple laws is going to kill Netflix.
I’ve been through a Netflix sell off before, but last time Netflix wasn’t generating $10 billion in free cash flow.
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Wall St. Fly retweetledi
Michael Burry on why blue-collar trade jobs (eg. electricians) may not be “AI proof”
Cassandra Unchained@michaeljburry
Jack Clark @jackclarkSF co-founder of Anthropic @claudeai, Dwarkesh Patel @dwarkeshpodcast, and I had a good discussion, and it has been published, free to all, at the link below. I greatly admire both Jack and Dwarkesh and was happy to participate. The AI revolution is here. Will the economy survive the transition? open.substack.com/pub/post/p/the…
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@jukan05 i think there is more room to grow because artists don’t need labels anymore. artists and platforms will split the profits, cut out the middleman.
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Isn’t Spotify’s only way to grow its business just raising prices?
They keep hiking prices all the time.
Wall St Engine@wallstengine
Spotify $SPOT is HIKING Premium in the US, Estonia, and Latvia to $12.99/month from $11.99.
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Wall St. Fly retweetledi
Dear Europeans, it’s not international law that keeps you safe. It’s America.
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@Midnight_Captl ai agents will be super-rational and with amazon offering the broadest selection, cheapest prices and fastest delivery it’s super-rational to shop at amazon.
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An under discussed, and relatively large bear case on $AMZN is agentic commerce. Everyone thought $GOOG was the one at risk from ChatGPT, but it might end up that Amazon is the one who actually gets hurt.
The reason why everyone uses Amazon today is because it’s the fastest way to identify the optimal cost to quality ratio for practically everything.
It’s inconvenient and a pain to search around online, and compare prices for different products on different websites with different reviews.
But what might be painful for us is unlikely to be painful for a shopping agent who can easily scan dozens or hundreds of products, alternatives, and quickly compare prices and reviews.
Amazon used to be the low cost provider, which allowed them to build brand credibility and trust, but for various reasons over the years, they’ve steadily increased the tax they collect on both from the consumer and the producer on their platform (in the form of ads and other fees) - often they’re not the low cost provider anymore.
We think that opens the door for someone like $SHOP to take market share as they work to enable Shopify powered storefronts to work with various shopping agents. Ultimately, we think e-commerce will start to head in this direction, which will be ultimately better for consumers.
Amazon is also pushing hard into agenetic shopping, but they just have more to lose than they have to gain in our view.
Overall, we view this risk as underpriced by the market today, and as such we prefer other names over $AMZN.
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What stock have you bought the most in the past 30 days?
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Wall St. Fly retweetledi
This was one of my top philosophical realizations this year and biggest break with libertarianism: the realization that the laws of civilization aren't first principles; that the only first principles are that of violence (which are straightforwardly derived from the laws of physics); and that "you can't let your ideals for what ought to happen inside a civilization come before what it takes to have a civilization in the first place" (grateful to @Devon_Eriksen_ for sparking the insight).
Will Tanner@Will_Tanner_1
"Your artificial meritocracy of Excel spreadsheets is propped up by millions of Americans with guns protecting you from the natural meritocracy of extreme violence" might be one of the best tweets ever
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Wall St. Fly retweetledi
Some tasks aren't meant for humanoids
- 300 bowls/hr
- 60 sqft footprint
- Fully automated assembly & bagging: Staff preps then leaves for day
- 40% all-in labor savings
- Profitable restaurants up & running
Restaurateurs reserve your Bowlbuilder today: lab37.us
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@joecarlsonshow just curious, did you sell because you view agentic ai as a threat to booking’s business model?
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I just recently sold a stock (Booking Holdings) for a $15,000 gain, to further concentrate into top position (mostly Mastercard)
That's a total of 15 holdings I have had this year, 12 of which are doing well. 3 doing poorly. I have a total of $377,000 in unrealized gains and another $117,000 in booked gains.
Only a loser will try to portray someone as a bad stock picker because 3 out of 11 *current* holdings did poorly. But yet, losers exist on this app.
If I did what most people do and never share my portfolio at all, I wouldn't have to deal with them. But I feel it's more important to be transparent and show both the gains and losses than it is to try and pretend 100% of the stocks I pick goes up (which is almost never the case with anyone)
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Wall St. Fly retweetledi
If you feel that you are in competition with anyone, for anything, you are a loser.
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@joecarlsonshow i think google could become the API king. the “intel inside” of AI.
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There's a good chance Google becomes a bigger company than Microsoft.
Both have cloud, but Google has TPU's, YouTube, Gemini, and Waymo. Microsoft wins out in business productivity software, but Google has a lot of that too.
I still feel great about having Google as my largest position.
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google will become the API king. the “intel inside” of AI. $GOOGL $GOOG
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@joecarlsonshow i don’t like meta because i believe the era of sharing privat photos on the internet is over
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My biggest issue with Meta is that I like Google more.
Maybe there’s room for both?
Qualtrim@qualtrim
Meta is down over 20%. A $15.9B one-time, non-cash tax charge skewed the results – without it, earnings would’ve been a clear beat. Now trading at 21x forward earnings. $META
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